What are the responsibilities and job description for the Financial Services Associate position at Capita Financial Network?
Who we are: Capita is a Registered Investment Advisor firm growing at a fast pace. We focus on building long-lasting relationships with individuals, families, and business owners through comprehensive financial planning. We are adding clients every week and we need your talents and energy at our firm!
Job: Full-time, Monday – Friday, 9am-5pm
Location: Draper, UT
Role and Responsibilities
- Assist financial advisors in providing impeccable service to clients.
- Track projects and requests for assigned clients.
- Provide continuous client support, including opening and funding new accounts, withdrawals, roth conversions, charitable distributions, and updating client information.
- Support Advisor in preparation for annual reviews.
- Filing, data entry, CRM software management.
Qualifications/Requirements:
- 1-2 years in Financial Services
- Preference given to those with a Finance Degree, or currently enrolled in a finance degree program or related field.
- Extremely organized, focused on quality and great attention to the smallest detail.
- Strong ability to problem solve and deliver phenomenal customer service.
- Interpersonal skills and ability to work as a team in a fast-paced environment.
- Friendly and cheerful disposition on phones and in person.
- Ability to manage multiple tasks simultaneously, prioritize and meet deadlines.
- Enjoys creating, implementing, and executing processes for higher efficiency.
- Must be well-versed in Microsoft Office applications, and be a quick learner
We offer competitive pay and a great opportunity for learning and growth. All full-time employees enjoy substantial benefits. Our benefits include medical, dental, and vision with a generous company contribution and match to a qualified HSA. Basic life, AD&D, and Long Term Disability all paid by Capita! 401k plan with company match after 6 months of employment. Paid time off and 12 paid holidays!
The safety and security of our employees and our clients is top priority. All offers of employment at Capita Financial are contingent upon a clear background check.